O'CONNELL INVESTMENT AND INSURANCE SERVICES, LLC
Legal name: GO WEALTH MANAGEMENT
CRD #290254 SEC #801-123534 EUGENE, OR 541-338-7631
SEC Registered
Total AUM
$165.6M
Discretionary
$165.3M
Employees
9
Clients
0
Accounts
446
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $165.6M | $165.3M | $305.6K | 9 | 0 |
| Feb 2025 | $165.6M | $165.3M | $305.6K | 9 | 0 |
| Dec 2024 | $121.8M | $121.5M | $314.4K | 7 | 0 |
| Apr 2024 | $121.8M | $121.5M | $314.4K | 7 | 0 |
| Mar 2024 | $121.8M | $121.5M | $314.4K | 7 | 0 |
| Jan 2024 | $108.9M | $108.6M | $313.2K | 6 | 0 |
| Jan 2024 | $108.9M | $108.6M | $313.2K | 6 | 0 |
| May 2023 | $108.9M | $108.6M | $313.2K | 6 | 0 |
| Mar 2023 | $108.9M | $108.6M | $313.2K | 6 | 0 |
| Oct 2022 | $112.6M | $112.4M | $182.5K | 6 | 0 |
| Mar 2022 | $112.6M | $112.4M | $182.5K | 6 | 0 |
| Mar 2022 | $112.6M | $112.4M | $182.5K | 6 | 0 |
| Feb 2022 | $112.6M | $112.4M | $182.5K | 6 | 0 |
| Jun 2018 | $52.6M | $52.6M | $0 | 1 | 0 |
| Jun 2018 | $52.6M | $52.6M | $0 | 1 | 0 |
| Apr 2018 | $0 | $0 | $0 | 1 | 0 |
| Mar 2018 | $0 | $0 | $0 | 1 | 0 |
| Mar 2018 | $0 | $0 | $0 | 1 | 0 |
| Mar 2018 | $0 | $0 | $0 | 1 | 0 |
| Mar 2018 | $0 | $0 | $0 | 1 | 0 |
| Nov 2017 | $0 | $0 | $0 | 1 | 0 |
| Oct 2017 | $0 | $0 | $0 | 1 | 0 |
DateJun 2025
Total AUM$165.6M
Discretionary$165.3M
Non-Disc.$305.6K
Employees9
Clients0
DateFeb 2025
Total AUM$165.6M
Discretionary$165.3M
Non-Disc.$305.6K
Employees9
Clients0
DateDec 2024
Total AUM$121.8M
Discretionary$121.5M
Non-Disc.$314.4K
Employees7
Clients0
DateApr 2024
Total AUM$121.8M
Discretionary$121.5M
Non-Disc.$314.4K
Employees7
Clients0
DateMar 2024
Total AUM$121.8M
Discretionary$121.5M
Non-Disc.$314.4K
Employees7
Clients0
DateJan 2024
Total AUM$108.9M
Discretionary$108.6M
Non-Disc.$313.2K
Employees6
Clients0
DateJan 2024
Total AUM$108.9M
Discretionary$108.6M
Non-Disc.$313.2K
Employees6
Clients0
DateMay 2023
Total AUM$108.9M
Discretionary$108.6M
Non-Disc.$313.2K
Employees6
Clients0
DateMar 2023
Total AUM$108.9M
Discretionary$108.6M
Non-Disc.$313.2K
Employees6
Clients0
DateOct 2022
Total AUM$112.6M
Discretionary$112.4M
Non-Disc.$182.5K
Employees6
Clients0
DateMar 2022
Total AUM$112.6M
Discretionary$112.4M
Non-Disc.$182.5K
Employees6
Clients0
DateMar 2022
Total AUM$112.6M
Discretionary$112.4M
Non-Disc.$182.5K
Employees6
Clients0
DateFeb 2022
Total AUM$112.6M
Discretionary$112.4M
Non-Disc.$182.5K
Employees6
Clients0
DateJun 2018
Total AUM$52.6M
Discretionary$52.6M
Non-Disc.$0
Employees1
Clients0
DateJun 2018
Total AUM$52.6M
Discretionary$52.6M
Non-Disc.$0
Employees1
Clients0
DateApr 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0